See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,971 | $89,355-18.3% | $141,162-48.3% | $72,9850% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.96% | 111.85%-108.9pp | 71.39%-68.4pp | 81.00%-78.0pp |
| Employer contribution / active EE | $5,379 | $3,114+72.7% | $4,735+13.6% | $2,440+120.5% |
| Participant deferral / active EE | $7,670 | $5,418+41.6% | $6,709+14.3% | $3,607+112.6% |
| Admin fee / account holder | $1,230 | $5,958-79.4% | $10,261-88.0% | $5,124-76.0% |